DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Intrua Advisory Group LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Bradley R McenteeEdward Jones national BDIntrua Advisory Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2021Mar 1, 2021
Hunter Steven HartEdward Jones national BDIntrua Advisory Group LLC otherOtherApr 1, 2016Apr 15, 2016
Ryan Chandler EdwardsLPL Financial LLC otherIntrua Advisory Group LLC no RAUMOtherJan 15, 2016Jan 28, 2014
Devin Anthony CarrollLPL Financial LLC otherIntrua Advisory Group LLC no RAUMOtherNov 2, 2015Jan 23, 2014
David Patrick NadeauEdward Jones national BDIntrua Advisory Group LLC otherOtherFeb 6, 2015Mar 4, 2015
Jeffrey Don PeaceAdvisor Resource Council otherIntrua Advisory Group LLC no RAUMOtherApr 2, 2014Jan 23, 2014
Brandon RenfroLPL Financial LLC otherIntrua Advisory Group LLC no RAUMOtherMar 14, 2014Jan 23, 2014
Julie Lynn BoswellEdward Jones national BDIntrua Advisory Group LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 12, 2010Feb 13, 2014 (1220 d)
Ernest Kelly YoungEdward Jones national BDIntrua Advisory Group LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 30, 2010Feb 13, 2014 (1385 d)
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9 moves match.